Contacts
Invoices/Rewards Tab
The Invoice/Rewards tab is divided into two pane: the first for Invoices data and the second for Rewards data.
See also: Overview of Reward Points, Setting up Rewards Tab
Invoices/Rewards Tab Explained
Invoices Table
Opening Sales Field
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The amount of money the customer spent prior to using FrameReady. If you have switched from another POS software, information from the other program can be entered here. The amount in the Opening Sales field is also calculated into the Total Invoices box.
Date Column
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The Date that the invoice was created is displayed and cannot be modified from this screen. The date may not match the work order date or dollar amount. This field can be searched using the Find button.
Inv Num Column
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The Inv Num (invoice number) field is auto-filled.
Total Column
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Displays the Total amount of an invoice after taxes. Changes made to the invoice file will also appear here.
Payment Column
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The Payment field shows the dollar value which the customer has applied to their account. This field is not modifiable.
Balance Column
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The total Balance still owed by the customer is displayed. It is automatically updated when payment is applied to an Invoice.
Go Button
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Click the Go button to switch directly to the specified Invoice.
Total Invoices Field
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The total value of all recorded invoices for this customer.
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This field is not modifiable.
Total Payments Field
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The total amount the customer has paid towards their invoices.
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This field is not modifiable.
Total Balance Field
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The total amount owed by the customer on all invoices.
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This field is not modifiable.
Last / Previous Purchase Dates
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Last Purchase date indicates the last time an invoice was created. When an invoice is created, this date is automatically updated in the customer’s record. Work orders created will not affect this date. Records can be searched using this field (e.g. Use it to find everyone who hasn’t been in your business for the last six months and contact them).
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The Previous Purchase date identifies when the customer made a purchase (i.e. an Invoice was created) prior to the last date. Use this to understand the frequency of the customer’s purchases.
Reward Table
For this customer only, every Field
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The dollar amount required to earn one point. Use this field to override the FrameReady defaults per individual customer.
If blank, this indicates that FrameReady defers to the default value entered in the Rewards tab (Main Menu > Options tab > More Options… > Rewards tab).
Date Field
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The date and time stamp of each entry of rewards points calculated by FrameReady when the Invoice is accessed.
Inv Num Field
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The Invoice Number from which the reward points are calculated.
Note Field
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Identifies why the points were added or removed.
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See also: Overview of Tracking Reward Points
Points Field
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The accumulated number of reward points the customer can redeem.
Points Field
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The number of points given or removed on the Invoice.
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Points are added when you exit the Invoice (Line Item Entry) screen and removed if you access the Invoice (Line Item Entry) screen.
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This prevents points generated on the current sale from being applied to the current Invoice. The points for the current Invoice will not be calculated until you leave the Invoice (Line Item Entry) screen.
Delete Button
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Removes the line entry.
Danger: Once deleted, a line entry item cannot be retrieved.
